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| Provider | Service type | Compensation |
|---|---|---|
SECURITY PROGRAMS INC4+ years Service code 13 · EIN 36-2728094 2015 S. ARLINGTON HEIGHTS · ARLINGTON HEIGHTS, IL 60005 | Contract Administrator | $54,000 |
JP MORGAN SECURITIES LLC4+ years Filed as: JP MORGAN SECURITIES, LLC Service code 19 · EIN 13-4994650 21 S. CLARK ST., STE 3200 · CHICAGO, IL 60603 | Securities Custodian | $47,364 |
LAW OFFICES OF JOSEPH GLIMCO4+ years Service code 29 · EIN 36-4064225 8340 LEMONT ROAD, BLDG F · DARIEN, IL 60561 | Legal | $12,000 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 19615 S. LAGRANGE ROAD, STE B · MOKENA, IL 60448 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,537 | $41,467-96.3% | $67,313-97.7% | $55,725-97.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -7.09% | 0.82%-7.9pp | -4.08%-3.0pp | 244.93%-252.0pp |
| Employer contribution / active EE | $704 | $1,316-46.5% | $2,566-72.5% | $2,078-66.1% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $49 | $102-52.4% | $4,507-98.9% | $115-57.9% |